Web Dashboard
Getting Started
Mileage Tracking
- Picking a Commute Disallowance type
- How to Edit a Trip's Vehicle
- How To Switch Primary Vehicles on Your Profile
- How To Add a Vehicle's Starting Odometer
- Unmerge Trips
- Merge Trips Together
Transactions
- How to Change an Expense Category
- How to Unlink a Card/Bank From Everlance
- How to Set Up Rules for Favorite Transactions
- How to Set Up Automatic Transactions
- How to View Receipts
- How to Use Filters to Search, Delete, and Classify Transactions
Partners
Account
- Edit Your Personal Account Information
- Remove a Purpose
- Turn Off Push and Email Notifications
- Add a Favorite Trip
- How to Locate Missing Data
- Change the Deduction Rate